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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $815,450 | $166,089+391.0% | $164,928+394.4% | $145,978+458.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 15.75% | 100.26%-84.5pp | 70.08%-54.3pp | 550.52%-534.8pp |
| Employer contribution / active EE | $12,493 | $5,276+136.8% | $4,343+187.6% | $4,662+168.0% |
| Participant deferral / active EE | $15,687 | $6,961+125.3% | $6,034+160.0% | $6,690+134.5% |
| Admin fee / account holder | $1,954 | $16,641-88.3% | $12,684-84.6% | $13,400-85.4% |